Brand Strategist

Role Type: Individual Contributor

Work Experience: 10+ years

About TradeLab

TradeLab is a leading fintech technology provider, delivering cutting-edge solutions to brokers, banks, and fintech platforms. Our portfolio includes high-performance Order & Risk Management Systems (ORMS), seamless MetaTrader integrations, AI-driven customer engagement platforms such as PULSE LLaVA, and compliance-grade risk management solutions. With a proven track record of successful deployments at top-tier brokerages and financial institutions, TradeLab combines scalability, regulatory alignment, and innovation to redefine digital broking and empower clients in the capital markets ecosystem.

Role Overview

We are seeking an accomplished and dynamic Sales Manager based in Mumbai to lead TradeLab’s expansion across Western India. This is a high-impact, hunter-focused role tasked with building new client relationships with discount brokers, full-service brokers, banks, and fintech platforms. The role involves minimal account nurturing, with a primary focus on prospecting, pipeline development, and closing high-value deals. The ideal candidate will bring deep industry expertise, an established network in the capital markets, broking, and fintech sectors, and a proven ability to navigate complex sales cycles with senior stakeholders.

Key Responsibilities

· New Business Development: Drive aggressive acquisition of new clients across Western India by targeting entities aligned with TradeLab’s Ideal Customer Profile (ICP), including discount brokers, full-service brokers, banks, and fintech platforms.

· Pipeline Management: Build, manage, and maintain a robust sales pipeline by prospecting, qualifying leads, and advancing opportunities through discovery, demonstrations, proposal creation, negotiation, and deal closure.

· End-to-End Sales Ownership: Lead complex, enterprise-grade sales cycles from initial outreach to contract signing, engaging senior stakeholders such as CEOs, CTOs, CIOs, and Heads of Broking.

· Solution Positioning: Collaborate closely with solutions architects and product teams to tailor and position TradeLab’s modular offerings (ORMS, MetaTrader integrations, PULSE AI, CRM/LPA solutions) to address specific client pain points and objectives.

· Regulatory Expertise: Demonstrate a deep understanding of regulatory frameworks (e.g., SEBI guidelines, algo trading controls, T+0 settlement workflows) and articulate their business value to position TradeLab’s solutions as compliance-driven and operationally efficient.

· Brand Representation: Act as TradeLab’s ambassador at industry events, trade shows, webinars, and client meetings to enhance brand visibility and establish thought leadership in the capital markets ecosystem.

· Market Feedback: Provide actionable, structured insights from client interactions to influence product roadmaps, go-to-market strategies, and solution enhancements.

· CRM Management: Actively maintain and update customer relationship management (CRM) systems to ensure accurate tracking of leads, opportunities, and client interactions, enabling data-driven decision-making and forecasting.

Must-Have Qualifications

· Experience: 10+ years of sales experience in capital markets technology, trading infrastructure, or fintech SaaS, with a minimum of 5–8 years focused on enterprise or mid-market financial institutions.

· Network: Extensive, established connections with decision-makers (CxOs, Tech Heads, Risk Committees) at brokers, banks, and fintech platforms across Western India.

· Proven Track Record: Demonstrated success in consistently meeting or exceeding half-yearly and yearly sales targets in a high-pressure, target-driven environment, with a focus on hunting and closing new business.

· Stakeholder Engagement: Exceptional ability to engage both business and technical stakeholders, translating complex technical solutions into compelling business value propositions.

· CRM Expertise: Hands-on experience in maintaining and leveraging CRM platforms (e.g., Salesforce, HubSpot, or similar) to manage pipelines, track client interactions, and generate accurate sales forecasts.

· Communication Skills: Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to tailor messaging to diverse audiences.

· Self-Starter Mindset: Ability to thrive as an individual contributor in a fast-paced, high-pressure environment, demonstrating initiative, resilience, and accountability.

· High-Pressure Performance: Proven ability to perform effectively in high-stakes, deadline-driven settings, maintaining composure and delivering results under tight timelines.

Good-to-Have Skills

· Platform Exposure: Familiarity with broking platforms, Order Management Systems (OMS), Risk Management Systems (RMS), or API-driven fintech products.

· Technical Knowledge: Working knowledge of algorithmic trading, risk management systems, and compliance workflows (e.g., SEBI regulations, T+0 processes).

· Consultative Selling: Experience with solution-oriented or consultative sales methodologies, focusing on addressing client needs through tailored solutions.

Why Join TradeLab?

· Innovative Environment: Join a fast-growing fintech leader at the forefront of transforming the Indian and global brokerage ecosystem with cutting-edge technology.

· Ownership & Impact: Take full ownership of a high-potential territory (Western India) with direct visibility to senior leadership and the opportunity to shape regional growth.

· Cutting-Edge Solutions: Gain hands-on experience with next-generation trading infrastructure, AI-driven platforms, and compliance-focused solutions.

· Growth Opportunities: Thrive in an entrepreneurial role with significant learning potential, professional development, and a steep growth trajectory.

REVIEW CRITERIA:

MANDATORY:

• Strong Senior Brand Strategist Profile
• Must have 4+ years of pure brand strategy experience at branding/strategy agencies (not advertising/campaign-only roles)
• Must have hands-on experience with brand strategy frameworks for new brand creation and rebranding initiatives (brand persona, positioning, narrative, tone of voice, guidelines)
• Must have experience conducting and leading brand workshops, integrating research inputs (primary + secondary) into insights and brand positioning
• Must have B2C brand strategy experience (B2B exposure is highly preferred but optional)
• Must have strong writing and storytelling skills to translate brand positioning into compelling narratives, messaging, tone, and strategic decks.
• Must be able to manage end-to-end brand strategy projects, including research synthesis, workshop facilitation, positioning, framework creation, and collaboration with design teams for visual translation.
• Must have a portfolio or compilation of case studies showing rebranding projects, positioning frameworks, workshop involvement, research synthesis, and strategy-to-design translation
• Preferably a degree/master’s in Marketing, Brand Strategy, Design, or Communication from reputed institutes (e.g., MICA, NID, Srishti, or similar).
• Must come from Branding Studios, Brand strategy firms, Strategic design consultancies, branding agencies etc.

ROLES & RESPONSIBILITIES:

We are looking for a senior brand strategist professional, who can help us deliver innovative strategic directions that benefit our client’s business with measurable results. The candidate should have thorough knowledge and experience in the methods and application of tools to deliver an effective programme. Candidates should have experience with both mass and premium brands as well as FMCG, durables, and service categories.

Experience with digital-first or digitally marketed brands is an advantage that we look forward to.

ROLES & EXPECTATIONS-

• Drive brand and business strategy processes in our firm.
• Thorough practical knowledge and experience in implementing methods, tools and processes with capabilities to handhold teams to deliver at the highest standards.
• Proficient in conducting research programs to uncover customer and user needs, business and market findings, drawing insights for branding, service and CX design for digital and traditional applications.
• Conduct primary and secondary market research in marketing, sales and consumer experience.
• Programming workshops, conducting them and creating a comprehensive outcome report with insights and recommendations.
• Bring an idea to life on a whiteboard, articulate it, create systems and deliver.
• Strong understanding of pan-India markets across a wide range of verticals and categories.

IDEAL CANDIDATE:

• Excellent storytelling skills, capable of good verbal and written communications, client interfacing and presentation skills.
• Proficient in putting together presentations and strategy decks.
• Good articulation and writing skills.
• Understanding business, data tools and analytics (The math of it)
• Capable of managing and building relationships with senior client executives with strong domain-level competence along with a well-informed worldview.
• Team player capable of working across verticals with leadership skills.

ADVANTAGEOUS / OPTIONAL SKILLS-

• Experience in ethnographic, observational and behaviour studies.
• Management skills, idea creation, directing and delivering through a creative team.
• Interest in trends and analysis of brands, brand strategies and staying up-to-date and well-informed.
• Experience in analysing the brand and marketing landscape and writing advisory and opinion articles on branding and brand communication.
• Well-informed and knowledgeable with a world view.
• Observant and aware of current trends and their evolution.

Responsibilities will include:

• Define the brand’s marketing strategy, deliver against app brand objectives
• Drive the development and execution of integrated marketing campaigns at national/regional levels
• Develop, manage, and analyzes branding campaigns across marketing channels - offline and online
• Coordinate with agency and internal design team to execute the campaign
• Analyze campaigns and provide strategic recommendations

Attributes we value:

• Strong analytical foundation with meticulous attention to detail
• Strong verbal and written communication skills
• Strong intellectual curiosity
• Extremely organized and detail-oriented
• Proficiency in Excel

Requirements:

• Graduation/Post-Graduation from a tier-1 institute
• Demonstrative experience in executing brand campaigns
• Work-ex: 4 - 8 years

Responsibilities :

• Design and execute ‘ Brand positioning strategies ‘ for campuses . Including the execution of quick wins and strategic alignment of long term plans
• Plan and organize ‘campus engagement events’ for better brand positioning
• Primary and secondary research to forecast  and mitigate any brand threats or perception mismatches
• Work with multiple stakeholders in creating brand strategy, designing new programs to help campus students and entry level graduates start and pursue their learning journey from onboarding through deployment
• Project management skills to manage delivery of branding materials like digital content, blogs, mailers, websites, brochures, posters, standees, newsletters, WhatsApp communication posters, events, video storyboarding, press write-ups, with individual accountability
• Conceptualize, create and edit presentations for learning strategists, managers, leadership team, with a high level of accuracy and aesthetic value
• Efficient in designing collaterals with new age themes, attractive messaging, taglines, hashtags, WIIFM strategy that drives a call to action.

Roles and Responsibilities

• Responsible for managing & driving the online business on E-commerce marketplaces.
• Responsible for uploading new collections on a weekly basis and ensuring catalogue hygiene of the uploaded catalogue.
• Handling the marketing budgets & the paid advertising campaigns/sponsored ads on the marketplaces.
• Responsible for handling product listings, promotions, deals, discounts & day-to-day operational issues related to the marketplace.
• Sole POC for communication with the category team.
• Strategizing & implementing the plan of action for the month on month growth in the sales from the existing online marketplace.
• Ensuring that all new products are uploaded and listed on websites/channels
• Repricing the products
• FBA Set up a pricing minimum to maximum for FBA listings
• Creating product listings and set minimum and maximum pricing
• Generating out of stock report, bestselling products report, runout stock report brand by brand on daily basis.
• Sort out pricing error issues and re-activate the listings. Inactivate listing to make active listing if required.
• Deleting discarded SKUs from all channels if required
• Optimizing listings with accurate product information, images, pricing and placement to increase sales and maximize revenue
• Optimize existing listings of current products to ensure we are exploring sales opportunities
• Keep up to date with industry techniques for SEO and content marketing
• To analyze product pricing vs our competitors on an ongoing basis and make pricing adjustments
• Support customer care emails and calls and also support social media campaigns.
• Ability to communicate effectively and to operate as part of a team

About CercleX:-

CercleX is a digital technology platform which is a leading https://cerclex.com/blog/waste-management-in-india/">waste management company in India  with an extended outlook of circularity through its various ventures into the field of sustainability.

We have received FICCI Impactful Cleantech Startup Award, MeitY Emerging Startup Award, TVS Capital Budding Nxt Gen Entrepreneur Award, and many more for our digital solutions enabling transactions between waste generators, and aggregators, processors, and bringing in complete transparency, traceability to the waste ecosystem.

https://play.google.com/store/apps/details?id=com.scrapmarketCCX">Cercle X ScrapMarket is an app that helps you buy and sell scrap by connecting 100% verified buyers and sellers of scrap across India.CercleX  helps brands to accomplish their sustainability targets with https://cerclex.com/extended-producer-responsibility/">Extended Producer responsibility and research solid waste managemet on the environment to ensure the environment is eco free.

Job Description:-

Brand Managers are the people who shape a company’s outward image. To do that, you’ll need to uncover consumer insights and deliver innovative marketing campaigns. We’ll turn to you to learn what can attract our customers and prospects and how we can improve customer experience.

Cerclex is looking for an experienced Brand Manager to help us build our brand and raise brand awareness. You’ll work across all levels and departments of our organization to find what makes us unique and communicate it to the world.Ultimately, you’ll help us improve our company’s reputation and drive growth.

Responsibilities:

• Analyze brand positioning and consumer insights.Stay current on market trends and competitive activity
• Translate brand elements into plans and go-to-market strategies
• Manage a team of marketing people working on brand initiatives
• Lead creative development to motivate the target audience to “take action”
• Establish performance specifications, cost and price parameters, market applications and sales estimates
• Measure and report performance of all marketing campaigns, and assess ROI and KPIs
• Monitor market trends, research consumer markets and competitors’ activities
• Align the company around the brand’s direction, choices and tactics
  
  

Requirements:

• Bachelor's degree in Marketing, Business, or related field. MBA preferred.
• 3-5 years of experience in brand management, brand marketing, or marketing management
• Experience managing a brand across multiple markets
• Creative thinker and problem solver
• Strong communication skills
• Project management experience, with a solid understanding of project management principles and techniques

• Past experience of working with startups is preferred
• Metric driven marketing Strategies & Campaigns
• Digital & Social Media Marketing
• Experience in Market Research & Consumer Insights is preferred
• Ability to Advertise & Activate Campaigns

Desired Candidate Profile

• Demonstrable experience in marketing together with the potential and attitude required to learn
• A passion for issues around Sustainability, Energy Transition, Climate Action, Distributed & Renewable Energy
• Startup experience desired
• Ability to work in a fast-paced environment
• Willingness to roll up your sleeves and execute
• Proven experience in identifying target audiences and in creatively devising and leading across channels marketing campaigns that engage, educate and motivate
• Solid knowledge of website analytics tools (e.g., Google Analytics, NetInsight, Omniture, WebTrends)
• Experience in setting up and optimizing Google Adwords campaigns
• Numerically literacy, comfort working with numbers
• Ability to make sense of metrics and processing figures with spreadsheets
• Up-to-date knowledge of the latest trends and best practices in online marketing and measurement

We are looking for a skilled and solutions-oriented Brand Strategist with a strong analytical mind to craft compelling brand stories and strategies that deliver results. The Brand Strategist's responsibilities include conducting extensive research, analyzing findings, making recommendations, presenting to clients and briefing creatives. You should be a strategic thinker with a knack for uncovering consumer insights that inform strategy development.

The ideal candidate should be open-minded and passionate about creating holistic brand experiences. Ultimately, the outstanding Brand Strategist should have strong research skills, an analytical mindset and be an excellent storyteller.

• Conducting extensive primary and secondary research.
• Staying up-to-date on consumer research and market trends.
• Analyzing research, data and trends.
• Creating competitive reviews and situational analyses.
• Identifying insights, challenges and opportunities.
• Developing brand architecture, positioning and strategy.
• Writing compelling brand stories.
• Meeting and presenting to clients.
• Briefing and collaborating with creative teams.
• Leading ideation and brainstorming sessions.
  
  

• Degree in business, marketing, branding, communication or related field required.
• Previous experience as a brand strategist or similar role.
• Excellent communication skills, both verbal and written.
• Experience leading client meetings.
• Analytical and problem-solving mindset.
• Creative and compelling storyteller.
• Strong research skills.
• Strategic thinker.
• Excellent presentation skills.